We guide individuals and families through important §1031 like-kind exchanges that often represent a transitional event in the lives of our clients.
From tax strategies to high-quality investment access, we provide consultation at every step — so you get the very best outcome.
Your Intention Drives Strategy
A §1031 like-kind exchange is a nuanced and dynamic transaction. From pre-planning tax strategies through due diligence and institutional acquisitions, we successfully guide clients through this critical process. The outcome is an ongoing passive ownership experience.
3 Core Principles
We don’t just find property. We build an end-to-end financial, tax and estate-focused strategy to help you transition into your next phase of life. Our approach to serving our clients is built on a clearly defined process, access to high quality real estate and the optimization of a well thought-out strategy.